Thursday, December 4, 2014

Salesforce Admin Journal: Guide & Gather Feedback Using a Google Form Before Deploying Changes

Hello fellow Salesforce admins!

In this post, I'm going to share a challenge I faced as an admin and the solution I came up with.

Imagine that you've made some changes to your Salesforce org that you'd like users to test - a new visualforce page with a few new fields, for example. You want to easily gather their feedback but the idea of assembling everyone's responses via a bunch of separate email conversations makes you antsy. Plus, you'd like a way to guide them through the testing step by step. 

You want to make it as simple as possible for them to share their comments... because you know that will encourage your testers to actually provide feedback... which will improve the quality of your changes when you roll them out to your entire org.

Now that you've got a good idea of the challenge, here's my solution: Google Forms

I created a form that outlined the process for testing and provided a text area for comments at each step. 

It looked similar to this (but with quite a few more screen captures and long text fields):

Now, after my group of testers are done, I can easily review all their feedback in a Google Spreadsheet.

If you'd like to make a copy of this sample Google Form to customize for your feedback-gathering needs, click below:

Note: Clicking on this button will run a custom Google Script that will copy the file to your Google Drive. You'll have to give it permission to run first.

PS - I followed these instructions from the answer from Arun Nagarajan to create the Google Script that allows you to copy the Google Form to your own Drive. Handy dandy!

PPS - I wrote this post on my own without prompting or compensation from any of the software companies involved.